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There’s no one-size-fits-all when it comes to investing at RBC. Discover all the ways you can invest—be hands-off, do-it-yourself or work with an advisor. Choose one, two or all three, whichever way works best for you.
Get Advice from an Advisor — How and When You Want It
RBC ADVISOR
Support from an RBC Advisor
Ideal if you want to:
- Explore ways to achieve your investment goals and receive savings and investment advice
- Create a savings plan and get help with choosing investments (GICs, mutual funds or cash) in a full range of accounts such as RRSPs & TFSAs.
- Meet in person, by phone or over video chat*.
FINANCIAL PLANNER
Dedicated Financial Planning
Ideal if you want to:
- Develop a personalized comprehensive financial plan based on your unique goals with an accredited professional
- Get strategies on building wealth, retirement planning, estate and tax planning
- Meet in person, by phone or over video chat*.
WEALTH ADVISOR
Customized Wealth Management
Ideal if you want to:
- Get personalized advice from a dedicated wealth advisor
- Choose how involved you want to be in decision-making
- Plan for the long term with the help of wealth specialists across retirement and estate planning, insurance, tax and more.
RBC DIRECT INVESTING
Call All Your Own Shots — Trade and Invest Online
RBC Direct Investing:
Take control with RBC's
low-cost, self-directed service for “do-it-yourself” investors.
Ideal if you want:
- To make your own investment decisions
- Choice – from stocks and ETFs to options and more
- Online tools to find and research investments and track your progress
- Free, real-time streaming1 quotes for stocks and ETFs
RBC INVESTEASE
Invest Online — Leave The Hard Work To Us
RBC InvestEase:
Invest the fast, easy way
with RBC’s online investing service. Our pros will pick, buy and manage your investments
for you—all you have to do is answer a few questions and watch your money grow!
Ideal if you want:
- Hands-off, automatic investing
- To easily track your money from anywhere
- A personalized investment portfolio2 made up of low-fee ETFs to help reach your goals
- Easy access to Portfolio Advisors
- Low, transparent fees
Still not sure?
Set goals, get tips and see all your investments in one spot!
No matter how you choose to invest, as an RBC client, you’ll also have exclusive and free access to MyAdvisor, a unique digital platform that makes saving for the future a lot easier with real-time visuals of your progress and so much more.
Want to Talk to Someone?
We'd love to help
Financial planning services and investment advice are provided by Royal
Mutual Funds Inc. (RMFI). RMFI, RBC Global Asset Management Inc., Royal Bank
of Canada, Royal Trust Corporation of Canada and The Royal Trust Company are
separate corporate entities which are affiliated. RMFI is licensed as a
financial services firm in the province of Quebec.
Guaranteed investment certificates are provided by Royal Bank of Canada. RBC
Funds are offered by RBC Global Asset Management Inc. and sold by Royal
Mutual Funds Inc. Royal Mutual Funds Inc., Royal Bank of Canada, RBC Global
Asset Management Inc., Royal Trust Company and The Royal Trust Corporation
of Canada are separate corporate entities that are affiliated. Royal Mutual
Funds Inc. is licensed as a financial services firm in the province of
Quebec.
There may be commissions, trailing commissions, investment fund management
fees and expenses associated with investment fund and exchange-traded fund
(ETF) investments. On or after June 1, 2022, any trailing commissions paid
to RBC Direct Investing Inc. will be rebated to clients pursuant to
applicable regulatory exemptions. Before investing, please review the
applicable fees, expenses and charges relating to the fund as disclosed in
the prospectus, fund facts or ETF facts. Mutual funds and ETFs are not
guaranteed, their values change frequently and past performance may not be
repeated. For money market funds there can be no assurances that the fund
will be able to maintain its net asset value per security at a constant
amount or that the full amount of your investment in the fund will be
returned to you.
RBC Direct Investing Inc. and Royal Bank of Canada are separate corporate
entities which are affiliated. RBC Direct Investing Inc. is a wholly owned
subsidiary of Royal Bank of Canada and is a Member of the Canadian Investment Regulatory Organization and the Canadian Investor
Protection Fund. Royal Bank of Canada and certain of its issuers are related
to RBC Direct Investing Inc. RBC Direct Investing Inc. does not provide
investment advice or recommendations regarding the purchase or sale of any
securities. Investors are responsible for their own investment decisions.
RBC Direct Investing is a business name used by RBC Direct Investing Inc.
RBC InvestEase Inc. provides online discretionary investment management
services. Other products and services may be offered by one or more separate
corporate entities that are affiliated to RBC InvestEase Inc., including
without limitation: Royal Bank of Canada, RBC Direct Investing Inc., RBC
Dominion Securities Inc., RBC Global Asset Management Inc., Royal Trust
Corporation of Canada and The Royal Trust Company. RBC InvestEase Inc. is a
wholly-owned subsidiary of Royal Bank of Canada and uses the business name
RBC InvestEase.
The services provided by RBC InvestEase are only available in Canada.
Through MyAdvisor
Real-time streaming quotes are available on stocks and ETFs for all clients.
Real-time streaming quotes are also available on options and
over-the-counter (OTC) securities for Royal Circle and Active Traders
clients upon accepting the terms and conditions of all exchange agreements
on the RBC Direct Investing online investing site.
All portfolios have been developed by RBC InvestEase Inc. ("RBC InvestEase") in conjunction with RBC Global Asset Management Inc., an affiliate of RBC InvestEase. The portfolios include RBC iShares ETFs, which are managed by BlackRock Asset Management Canada Limited. RBC Global Asset Management Inc. and BlackRock Asset Management Canada Limited have entered into a strategic alliance to bring together their respective ETF products under the RBC iShares ETF brand, and to offer a unified distribution support and service model for RBC iShares ETFs. As such, the RBC iShares ETFs are related or connected issuers of RBC InvestEase.